Experience & Trust
About Oscar Alviar CIM

Chartered Investment Manager (CIM®)

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Oscar Alviar CIM ®

Oscar Alviar, economist at the Universidad de los Andes, CIM has the Chartered Investment Manager (CIM®) Canadian designation. Its trajectory of more than 25 years in several countries of America, has allowed it a leading industry standard for discretionary investment and portfolio management services. His experience and preparation in the management of investment portfolios at the business and family level has given him the knowledge and skills to evaluate and manage all aspects of a client's investment portfolio.

For investments and management of investment portfolios with complete confidence ...

Appointment of the Collegiate Investment Manager (CIM®)
CIM OFFERS MORE

The ability to perform discretionary portfolio management services on behalf of its clients.
Specialization in high-level investment strategies adapted to affluent clients.
Meaningful relationships with clients, based on trust, respect and truly effective portfolio management.
Credibility in the eyes of clients, peers, employers and regulators through dedication to a higher professional standard.

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(AAG) Alviar Advisory Group is a Canadian Financial Boutique oriented to provide consulting and services in the preservation, transfer and succession of family assets and family businesses, mainly in Latin America.

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